In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future.
The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.
Panelists:
Gail Perry, Editor, CPA Practice Advisor
Gail is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Roger Knecht, PB, PGE, VB, President, Universal Accounting
As a certified Professional Bookkeeper, Value Builder, and Profit First Professional, he has helped thousands of accountants, bookkeepers, and tax preparers start and build their own successful accounting firms. He has also contributed to the writing of best-selling books and podcasts on the principles of small business success. His mission is to empower accounting professionals to become the profit and growth experts for their clients and to achieve their personal and professional goals.
Kyle Whittle, Director of Customer Onboarding, Canopy
With over a decade of experience in customer success, Kyle has a proven track record of seamlessly onboarding clients and ensuring they receive top-notch professional services. His approach is deeply rooted in empathy and understanding, ensuring that every customer feels heard, supported, and set up for success from day one.
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Tags: Accounting, Advisory, Firm Management
